Degree 212 9.3.3

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Degree212 serves as a comprehensive platform for managing diverse investment portfolios, providing users with an integrated solution for their financial needs. The application offers real-time updates and detailed insights into a wide range of asset classes, including:
<ul>
<li>Mutual Funds</li>
<li>Equity Shares</li>
<li>Bonds</li>
<li>Fixed Deposits</li>
<li>Portfolio Management Services (PMS)</li>
<li>Insurance Policies</li>
</ul>
Notable features of the platform include:
<ul>
<li>The ability to download complete portfolio reports encompassing all asset types.</li>
<li>Accessible historical performance data for effective portfolio tracking.</li>
<li>Seamless login via Google email credentials for user convenience.</li>
<li>Generation of transaction statements over selected periods.</li>
<li>One-click download of account statements from any Asset Management Company in India.</li>
<li>In-depth capital gains reports for tax and investment analysis.</li>
<li>Online investment capabilities across mutual fund schemes and New Fund Offers (NFOs), with transaction tracking from order placement to unit allotment, ensuring transparency.</li>
<li>SIP monitoring, including details on ongoing and upcoming SIPs and Systematic Transfer Plans (STPs).</li>
<li>Insurance premium management to keep track of premium due dates and payments.</li>
<li>Access to folio details registered with individual AMCs.</li>
</ul>
The platform also offers a range of calculators and tools designed to facilitate financial planning, including:
<ul>
<li>Retirement Planning Calculator</li>
<li>SIP (Systematic Investment Plan) Calculator</li>
<li>SIP Delay Calculator</li>
<li>SIP Step-up Calculator</li>
<li>Marriage Planning Calculator</li>
<li>Equated Monthly Installment (EMI) Calculator</li>
</ul>

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